New
Esignature security
We are new to Lacerte esignature requests and upon requesting these we wanted to determine exactly what was being sent to our client. The email indicates that there is a knowledge based authentication required which would fit the bill for required security by the IRS. However, there is an alternate method described later in the email that allows access to the 8879 and tax return (if sent) without even signing in to Docusign. All you have to do is enter the security code into the Access Documents tab on their website.
This is a terrible flaw in the Docusign esignature request process and should be changed ASAP.
